Seasonal Trust and Wealth Management Tax Support
Hills BankNorth Liberty, IA, USAjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionMonthly review of transactions and information for various account types, and correction as needed Assist with monthly review and correction of IRA transactions, including review of accounts for filing requirements and collection of beneficiary information Assist with year-end reporting for IRA accounts (1099-R and 5498) Monthly review of MLP transactions and activity, and coordination of YE reporting Assist with monthly tax withholding reconciliations Maintenance of tax files Generate reports from the trust accounting system (SWP) for accounts recently opened or closed. Review reports for key information related to tax reporting, as directed Manage tracking and documentation of IRS and State tax authority correspondence. Coordinate with Tax Team on collection of information and response as appropriate Year-end review of Municipal Bond information Assist with preparation of information and delivery to tax preparers Prepare year-end Capital Gain / Loss Excel spreadsheets Prepare year-end Holdings reports for charitable trusts Prepare Rental and Farm activity workpapers Maintain fiduciary tax tracking log to ensure completeness of filings and payments. Update tax-related comment fields on trust accounting system (SWP) with notes from tracking log Monitor and review 65-day distribution transactions. Maintain listing and update preparers as transactions are completed Fiduciary tax return processing, to include obtaining signatures on documents, electronic delivery of official documents to customers and / or internal staff, tracking progress of accounts throughout the entire tax filing process, and providing Tax Team with information and progress updates Compile information and prepare necessary schedules and worksheets for use in posting tax / balance due electronic payments by required payment dates Communicate with tax preparers and Trust and Wealth Management staff via email, queries, and secure websites Save documents to electronic storage Maintain confidentiality of customer account information Assist Trust and Wealth Management with special projects Periodic team check-ins Perform other duties as assigned High school diploma or equivalent required Relevant College / University business coursework This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Proficiency in Microsoft Suite, specifically Excel, is preferred Previous work experience demonstrating required skills is preferred Must be able to lift 25 pounds Analytical skills Organizational skills
SCHEDULE : September-May; Part-time ; Monday through Friday (25-35 hrs. / week)
- hours will vary and increase during busiest tax season months. May require some Saturdays.
LOCATI ON : 590 W Forevergreen Rd, North Liberty, IA 52317
SCOPE :
Trust and Wealth Management Tax Support is responsible for assisting the Trust and Wealth Management Department Tax Team with tasks and projects related to tax reporting and processing. The person filling this role will return each September-May.
ACCOUNTABILITIES :
Tax Reporting and Processing
Other
EDUCATION AND SPECIAL REQUIREMENTS :
EQUAL OPPORTUNITY EMPLOYER
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Wealth Management • North Liberty, IA, USA